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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,800 | $91,537+183.8% | $130,045+99.8% | $75,173+245.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 20.40% | -631.55%+651.9pp | -137.30%+157.7pp | 160.72%-140.3pp |
| Employer contribution / active EE | $400 | $2,845-85.9% | $4,321-90.7% | $2,671-85.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $251 | $6,780-96.3% | $10,600-97.6% | $5,651-95.6% |